Registration and Networking

FISD Opening

Tom Davin, Managing Director, FISD

Host Welcome

Tom Doherty, CIO, Societe Generale Americas

The Story of Operation Perfect Hedge

Tom Hardin, Tipper X 

Known as “Tipper X,” Tom Hardin became one of the most prolific informants in securities fraud history, helping to build over 20 of the 80+ individual criminal cases in “Operation Perfect Hedge,” a Wall Street house cleaning campaign that morphed into the largest insider trading investigation of a generation. As the youngest professional implicated in the sting, Tom was tasked with wearing a covert body wire on over 40 occasions to help the FBI bring down some of its biggest targets in the industry.  Hear how this story unfolded.

New Member Introduction: BTG Pactual

Jefferson Diniz, Executive Director, Market Data, BTG Pactual

The 5 W’s of DRM
Digital Rights Management is seen by some as the next chapter, to move forward in managing contracts & licensing. The manual intensity of today’s usage reporting and contract administration is increasingly costing too much time, has become to some, unsustainable, and drains relationships. On top of that, with the increase of cloud computing and AI, contracts are evolving too, creating more complexity, so the need to find smarter and more effective ways to handle the onslaught of contract management is vital. With technology advancements continuous, the use of AI for a process which many firms would like automated, machine-readable contracts seems to be a fitting solution. Here we will discuss the 5 W’s to see how we can move an ideology to something more concrete.

1. What is the common understanding of DRM, and what value would we achieve with machine readable contracts?
2. Which types of technology would firms need to employ to handle DRM and what would be the business case required (budget constraints are always tough)?
3. When looking at a post DRM world, what are the wins that parties could enjoy, would it be worth it (or should we put DRM to bed and move on)?
4. Who is DRM suitable for, is it just for big consumer firms or is everyone a winner?
5. Where is DRM going to be created and pushed forward? Potential players could be Consultancy firm, industry groups such as FinTech, or a coalition of industry players?

Juan Manuel Quintero Bernal, CEO, Precia

Mark Bird, Founding Partner, DataBP

Jason Koulouras, Global Market Data Leader, Bridgewater Associates

Kerry Baker Relf, Head of Strategic Data Programs, LSEG

Dan Wadsworth,Senior Vice President – Head of Strategic Alliances, S&P Global

New Member Introduction: MT Newswires

Weston Walker, Global Head of Partnerships, MT Newswires

Considerations for Generative AI
Discussions around the benefits and risks of AI seem ubiquitous.  So, what should you be thinking about if you want to explore use of AI within your organization? We will discuss some key considerations to help you evaluate proposed use cases and develop strategies for using AI with your data.

Stacey Brandenburg, Shareholder, ZwillGen

Market Data:  Quality Over Cost Presentation
Coalition Greenwich, in a collaboration with SIX Group, interviewed 79 global buy-side and sell-side firms to confirm what drives market data vendor decisions, types and frequency of data being consumed, and views on future use cases, sources and delivery.

Daniel J. Connell, Head of Market Structure & Technology, Coalition Greenwich

FISD Updates

Tom Davin, Managing Director, FISD

Networking Reception